Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership32,067 shares
Latest Disclosed Value $ 11,920,908
Bragg Financial Advisors, Inc reports 2.78% increase in ownership of TSLA / Tesla, Inc.

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 32,067 shares of Tesla, Inc. (CH:TSLA) valued at $11,920,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 31,199 shares of Tesla, Inc.. This represents a change in shares of 2.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TESLA COM 88160R101 32,067 868 2.78 11,921 -15.04 0.3771
2026-02-13 2025-12-31 13F TESLA COM 88160R101 31,199 -707 -2.22 14,031 -1.12 0.4567
2025-11-13 2025-09-30 13F TESLA COM 88160R101 31,906 597 1.91 14,189 42.67 0.4694
2025-08-14 2025-06-30 13F TESLA COM 88160R101 31,309 1,252 4.17 9,946 27.68 0.3553
2025-05-14 2025-03-31 13F TESLA COM 88160R101 30,057 648 2.20 7,790 -34.41 0.3204
2025-02-13 2024-12-31 13F TESLA COM 88160R101 29,409 537 1.86 11,877 57.24 0.4810
2024-11-14 2024-09-30 13F TESLA COM 88160R101 28,872 3,323 13.01 7,554 49.42 0.3108
2024-08-15 2024-06-30 13F TESLA COM 88160R101 25,549 2,169 9.28 5,056 23.02 0.2256
2024-05-14 2024-03-31 13F/A-1 TESLA COM 88160R101 23,380 3,654 18.52 4,110 -16.16 0.1844
2024-05-14 2024-03-31 13F TESLA COM 88160R101 23,380 3,654 4,110 0.1844
2024-02-14 2023-12-31 13F TESLA COM 88160R101 19,726 8,124 70.02 4,902 68.83 0.2331
2023-11-14 2023-09-30 13F TESLA COM 88160R101 11,602 9,052 354.98 2,903 335.23 0.1533
2023-08-15 2023-06-30 13F TESLA COM 88160R101 2,550 -37 -1.43 668 24.44 0.0367
2023-05-15 2023-03-31 13F TESLA COM 88160R101 2,587 0 0.00 537 68.55 0.0317
2023-02-15 2022-12-31 13F TESLA COM 88160R101 2,587 31 1.21 319 -53.10 0.0194
2022-11-14 2022-09-30 13F TESLA COM 88160R101 2,556 1,729 209.07 678 21.72 0.0468
2022-08-15 2022-06-30 13F TESLA COM 88160R101 827 14 1.72 557 -36.42 0.0370
2022-05-11 2022-03-31 13F TESLA COM 88160R101 813 58 7.68 876 49.74 0.0511
2022-02-14 2021-12-31 13F TESLA COM 88160R101 755 0 0.00 585 0.00 0.0375
2021-11-15 2021-09-30 13F TESLA COM 88160R101 755 0 0.00 585 14.04 0.0375
2021-08-16 2021-06-30 13F TESLA COM 88160R101 755 -50 -6.21 513 -4.65 0.0328
2021-05-14 2021-03-31 13F TESLA COM 88160R101 805 -120 -12.97 538 -17.61 0.0362
2021-02-11 2020-12-31 13F TESLA COM 88160R101 925 -375 -28.85 653 17.03 0.0571
2020-11-13 2020-09-30 13F TESLA COM 88160R101 1,300 1,015 356.14 558 81.17 0.0572
2020-08-14 2020-06-30 13F TESLA COM 88160R101 285 285 308 0.0343
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.